+514.0%
NOW vs EWZ
+68.6%
+445.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.4% | +0.2% | +1.2% |
| 7D | +0.3% | +0.8% | -0.5% | +0.1% |
| 30D | -27.0% | -24.4% | -2.6% | -21.5% |
| 3M | -19.6% | -4.6% | -15.1% | -19.7% |
| 6M | +17.5% | -11.6% | +29.0% | +19.6% |
| YTD | -33.3% | +2.4% | -35.6% | -35.8% |
| 1Y | -39.8% | +2.1% | -41.9% | -42.3% |
| 3Y | -19.9% | +18.7% | -38.6% | -27.8% |
| 5Y | -26.1% | +54.2% | -80.2% | -39.7% |
| All | +514.0% | +68.6% | +445.4% | +345.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EWZ.
Daily Out/Under-Performance
Portfolio return minus EWZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWZ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded EWZ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling